A complete list of active advisors currently associated with Capital Portfolio Management, Inc.

Warmer can help you find a great advisor at Capital Portfolio Management, Inc. or one who fits your needs even better.

Capital Portfolio Management, Inc. provides investment advisory and portfolio management services to individual clients as well as pension and profit-sharing plans and their participants. The firm offers individualized portfolio management for retail accounts and a menu of qualified plan consulting services, including participant education, investment policy statement development, and plan search/support services. The firm constructs tailored asset allocations based on each client’s objectives, time horizon and risk tolerance, and it provides both discretionary and non-discretionary management with ongoing monitoring and periodic reviews. Portfolios may include mutual funds (including inverse and leveraged funds), ETFs, equities, bonds and preferred securities, and the firm allows clients to impose written restrictions on investments. Notably, the firm operates as a registered broker-dealer and its representatives may act as registered representatives and independent insurance agents, and it provides ERISA-related plan services (including discretionary plan management and QDIA selection), features that are uncommon for independent advisors. The brochure discloses the potential conflicts arising from commissionable securities and insurance sales and describes policies intended to mitigate those conflicts; the firm reported approximately $9.6 million in client assets as of June 26, 2020.

To learn more about the advisors currently working at Capital Portfolio Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Patrick Dyer	Timonium, MD	39

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